ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Reward Recruitment
Wetherby
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all are
Job Source: Reward RecruitmentMedlock Partners
West Yorkshire
Job Description IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their on
Job Source: Medlock PartnersMedlock Partners Ltd
west yorkshire
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth now
Job Source: Medlock Partners LtdNJR Recruitment
York
IFA Administrator York £25,000 - £29,000 We are delighted to be working with a well-established wealth management firm specialising in providing holistic financial services to their well established client bank. Due to growth, a position has become available for an experienced Financial Planning Administrator to join their team. What’s in it for y
Job Source: NJR RecruitmentMedlock Partners
West yorkshire, England, United Kingdom
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing growth no
Job Source: Medlock PartnersCB3 Associates Ltd
York
The Company: Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Central York Hybrid/Home Working: Yes - 4-days office, 1-day WFH Package: £27-30k base DOE + annua
Job Source: CB3 Associates LtdReward Recruitment
Knaresborough
Employed IFA Opportunity, with client bank (approx. £200,000 recurring fee income) and leads provided Knaresborough c.£50,000 plus basic + bonus This is a truly fantastic opportunity for an Employed IFA to join an expanding IFA, with excellent opportunities to progress within the business. The ideal candidate for this role must: Hold Competent Advi
Job Source: Reward RecruitmentMedlock Partners Limited
Ilkley
IFA Administrator West Yorkshire Salary up to £30,000 (Experience dependant) Exam support + Development Hybrid Working Death In service 25 days holiday + Bank Hols We are proud to be representing a Firm of Independent Financial Planners to pride on offering a flexible and family oriented working environment. As a result of their ongoing g
Job Source: Medlock Partners LimitedHarrogate
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant, provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm. Ideally you will have an understanding of investments pensions, life assurance, permanent health insurance and/or personal tax as well as working knowledge of the systems used within the business Fusion, Enable, Transact (or similar) and knowledge of platforms such as Quilter & Standard Life as well as others. You should have strong IT skills with knowledge of Microsoft Office. You'll be educated to a minimum of GCSE with good grades in English & Maths. It would be to your advantage if you have any further qualifications, such as working towards a Diploma in Financial Planning or a desire to do so, although this isn't spoecifically necessary.
IFA Adminisatrator jobs in Harrogate
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.